Position in STZ
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$9,875
+$1,475 QoQ
Shares Held
71
+26.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#896
of 1,023 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in STZ Over Time
Shares Held
Position Value (USD)
Position in Beverages - Brewers
Consumer Defensive · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $36,325 across 7 Beverages - Brewers names. STZ ranks #2 (27.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BUD |
Anheuser-Busch InBev SA/NV
|
214 | $17,633 | |
| 2 | STZ |
Constellation Brands, Inc.
This page
|
71 | $9,875 | |
| 3 | TAP |
Molson Coors Beverage Co
|
100 | $3,896 | |
| 4 | FMX |
Mexican Economic Development Inc
|
21 | $2,685 | |
| 5 | ABEV |
Ambev S.A.
|
529 | $1,661 | |
| 6 | SAM |
Boston Beer Co Inc
|
3 | $531 | |
| 7 | CCU |
United Breweries Co Inc
|
4 | $44 |
All Filings in STZ
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,875 | 71 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $8,400 | 56 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $6,898 | 50 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $127,128 | 944 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $11,550 | 71 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $16,149 | 88 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $29,393 | 133 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $26,284 | 102 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $25,470 | 99 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $43,753 | 161 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $21,032 | 87 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $22,619 | 90 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $19,444 | 79 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $18,522 | 82 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $23,870 | 103 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $25,264 | 110 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $24,238 | 104 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $22,571 | 98 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $18,822 | 75 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $12,430 | 59 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $13,799 | 59 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $13,452 | 59 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $12,923 | 59 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $11,181 | 59 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $10,322 | 59 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $8,458 | 59 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||